Institutional Ownership
Bank Montreal Que
CUSIP 063679526CAL LKD 43SHNYQ1 2026
Institutional Holders
3
13F filers
Shares Held
14.0K
Aggregate institutional
Institutional Value
$194.5K
Q1 2026
Net New Holders
-4
0 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased3
Decreased0
Sold out4
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 180 Wealth Advisors, LLC | 12.5K | $173.5K | +10.9K | Added |
| 2 | Osaic Holdings, Inc. | 1.5K | $20.8K | +1.4K | Added |
| 3 | Curio Wealth, LLC | 10 | $139 | +9 | Added |